you know, jpmorgan has this
story, too, with bear stearns.
it's not going to kill them, but
it's going to be ugly.
investors want to see a
settlement or ugly.
these banks are fighting it out
and it could go on for years.
>> so, is that a no?
>> i think, to me, i would not
be a buyer of any of the top
banks other than u.s. bank, but
i know people on the street who
have put everything they've got
in the bank of america and citi.
>> all right, let's go off on
that.
meredith talked about march 2013
being a catalyst date.
as a trader over the next three
months i'm going to be saying,
which of these names do i want
to be long and sell the news in
march.
which of them you think has the
best chance of --
>> i don't agree with meredith's
premise, because, yes, they may
let me use a little bit more
capital if i'm one of the top
four, but i'm living in a world
where instead of an 8% risk
rate, i have 100% risk rate.
many of the assets i would like
to create in terms of generating
revenue are...